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Your Best Customer Stories Are Still Untold
Most sales teams are missing powerful proof hiding in plain sight. My 3-Word Case History Method helps you uncover the untapped wins your customers care about most—and frame them to drive ROI, build trust, and shorten the sales cycle.
Discover Your Missed OpportunitiesWith 20+ years turning complexity into clarity for Fortune 500 brands including Honda, Nvidia, Coca-Cola, and AT&T
Does This Sound Familiar?
Your sales team knows they need compelling case histories to close more deals, but they’re stuck with generic templates, boring forms, and stories that don’t resonate. Meanwhile, your best customer success stories are collecting dust because no one knows how to turn them into sales-driving narratives that executives actually read and act on.
There’s a Better Way
Get strategic consultation from a Fortune 500-proven expert and the exact framework your team needs to create case histories that convert C-suite executives and close enterprise deals.
What if you Could Stop the Sales Bottlenecks?
Sales teams with access to well-crafted case stories close deals faster, build trust earlier, and gain decision-maker buy-in with less friction.
- 82% of B2B buyers demand case histories before making a sales decision.
- 96% of B2B buyers ask for case histories in content search, before reaching out to sales (HubSpot).
But most teams lack a simple, repeatable way to capture success—and turn it into influence. That’s where I come in.
Not Sure What You Need?
Start here—choose the path that fits your team best.
You’ve got internal writers
You just need a framework, a call, and expert prompts to get started.
→ Raw Materials PackageYou want expert support
You’ll do the work—but want my help coaching, reviewing, and refining as you go.
→ Guided DevelopmentYou’re too busy to DIY
You want it done for you—from customer interviews to final formats, hands off.
→ Complete CreationRaw Materials Package
“Done-With-You” Approach
- 45-minute strategic consultation call
- Custom case history outline for your industry
- Tailored interview question framework
- Customer outreach email templates
- Success metrics identification worksheet
- Professional writing guidelines
Perfect for teams who want expert guidance and custom tools but prefer to do the writing themselves.
Get Your Custom FrameworkGuided Development
“Done-With-You Plus” Coaching
- Everything in Raw Materials Package
- 90-minute strategy consultation
- Customer interview coaching session
- Review & feedback on your interviews
- 2 rounds of draft review with detailed feedback
- 30-minute refinement follow-up call
- Multiple format templates (one-pager, full narrative, video script)
Ideal for teams who want hands-on coaching throughout the entire process with expert feedback at every step.
Get Expert CoachingComplete Creation
“Done-For-You” Solution
- Everything in previous tiers
- I conduct all customer interviews
- Complete professional case history written for you
- Multiple format versions delivered
- Unlimited revisions until perfect
- Implementation strategy consultation
- Bonus: Template library for future use
Perfect for busy teams who want a professionally written, results-driven case history without any work on their end.
Or email susan@plumbline1.com to discuss your needs
Get It Done For YouWhat You’ll Walk Away With
- ✔️ A strategic story framework built around what *your* buyers actually care about
- ✔️ Interview prompts and messaging templates tailored to uncover meaningful proof
- ✔️ A clear, repeatable process for capturing stories across your organization
- ✔️ Ready-to-use formats that work for sales decks, demos, emails, and leadership updates
- ✔️ Confidence your team can share relevant, credible wins—without scrambling at the last minute
Let’s talk through your goals and see if this is a fit—zero pressure.
Trusted by Fortune 500 Leaders
“Susan distills complex topics with clarity, while diving deep to deliver thorough, collaborative, and tech-savvy content.”
“Susan was able to jump in and quickly ramp up at a time when we were demanding multiple projects. She quickly grasped our technology and delivered high-quality projects on time.”
“One of the best writers I’ve ever worked with. Susan’s style is professional, yet personal. She easily absorbs complex topics and brings them to life with an engaging and compelling narrative.”
“She has the ability to plumb the details of your message before you can crystallize it for yourself. She uses her vast experience to tell real stories that support the facts.”
20+ Years of Proven Results
Fortune 500
AT&T, Amazon, IGS
Comcast Labs
Innovation Storytelling
Featured In
Forbes, Inc., Fast Company
100% Results Guarantee
If your completed case history doesn’t improve your sales team’s close rate within 90 days, I’ll write you another one for free or provide a full refund. That’s how confident I am in the 3-Word Method.
This Is for You If…
- ✅ You’re tired of scrambling for proof late in the sales process
- ✅ Your best customer success stories are sitting in a folder, unused
- ✅ You need help identifying what really matters to enterprise buyers
- ✅ You want a repeatable system your sales team can use again and again
Frequently Asked Questions
Ready to Transform Your Sales with Powerful Case Histories?
Limited spots available each month for personalized consultation services